ACI

Alpha Cubed Investments Portfolio holdings

AUM $2.64B
1-Year Est. Return 26.8%
This Quarter Est. Return
1 Year Est. Return
+26.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$40M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$11.5M
3
+$9.94M
4
AAPL icon
Apple
AAPL
+$8.98M
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$7.74M

Top Sells

1
+$33.8M
2
+$19M
3
+$18.2M
4
BBY icon
Best Buy
BBY
+$16.2M
5
JPM icon
JPMorgan Chase
JPM
+$13M

Sector Composition

1 Technology 23.61%
2 Healthcare 12.14%
3 Financials 11.61%
4 Industrials 7.81%
5 Consumer Discretionary 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$351K 0.03%
+904
202
$348K 0.03%
5,532
+159
203
$348K 0.03%
4,543
204
$346K 0.03%
6,835
+35
205
$344K 0.03%
29,020
+88
206
$344K 0.03%
4,080
+54
207
$342K 0.03%
1,386
+43
208
$333K 0.03%
5,071
-149
209
$329K 0.02%
3,876
-424
210
$323K 0.02%
3,809
211
$320K 0.02%
1,950
+36
212
$311K 0.02%
4,662
+466
213
$311K 0.02%
1,164
+381
214
$302K 0.02%
7,900
215
$300K 0.02%
1,415
+2
216
$299K 0.02%
12,383
-1,990
217
$299K 0.02%
+5,925
218
$293K 0.02%
+5,869
219
$287K 0.02%
7,000
220
$285K 0.02%
1,927
+184
221
$283K 0.02%
15,050
222
$278K 0.02%
1,983
223
$272K 0.02%
18,076
-4,609
224
$270K 0.02%
2,039
-213
225
$265K 0.02%
+443
7 8
9
10 11